plus the global economy looking a whole lot better than last year at this time. positive things from abnet, world's biggest supermarket from tech including semi-murkts. let's check in with t.j. rogers, the co-founder and ceo of cypress semiconductor, find out more about the quarter and where his company's headed. t.j., welcome back to the show. >> thank you. >> first, i'm trying to figure out because i followed your company for years, what is so -- what has changed in the world in semiconductors in particular where a rick hamada from avnet can come on three months ago and tell us really bad and come on yesterday and things look really great. you're a seasoned practitioner. last year you booked a bill and it was really good and then it got tough again. this is a different time. why? >> you just said it's a highly volatile market, and it really is. and the thing that changes it is the big market for chips nowadays is not companies like ibm, for example, it's companies like samsung and cell phone makers. and when bad times hit the cell phones shut down and all of a